ASMBL

We have written a 10-page Update Report on DATA Communications Management (DCM) after it acquired Zavy Limited, a New Zealand-based provider of social media analytics. This acquisition enables DCM to expand its MarTech offerings, enhancing capabilities in social media performance analytics, audience sentiment, and data-driven marketing. Zavy’s platform provides tools like social media benchmarking and AI-driven insights, aligning with DCM’s strategic goals to shift towards digital solutions. The acquisition also allows DCM to extend Zavy’s services to North American markets, meeting the demand for social media analytics among both large enterprises and small to medium-sized businesses. [more]

We have written a 17-page Update Report on DATA Communications Management (DCM) after it released Q2/2024 financials. DCM is a Canadian-based communications and marketing solutions provider. Revenue increased 5.7% to $125.8 million, though below our estimate due to deferred client projects. The company remains focused on completing the integration of Moore Canada Corporation by year-end and achieving annualized cost savings of $30 to $35 million. DCM‘s strategic initiatives target improved gross margins and revenue growth, particularly through technology-enabled solutions, including its new Digital Asset Management (DAM) solution called ASMBL. Focused on the merger integration, DCM reported a 22.2% increase in Adjusted EBITDA to $16.9 million. [more]